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Sharon Dawn Elliott

ELAN WEALTH MANAGEMENT, LLC·KITTY HAWK, North Carolina
ELAN WEALTH MANAGEMENT, LLC
4417 N. CROATAN HWY, KITTY HAWK, NC 27949CRD# 4335421Firm CRD# 144851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon Dawn Elliott · KITTY HAWK, NC
Registration
CRD #4335421 · ELAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Sharon Dawn Elliott is a registered financial advisor based in KITTY HAWK, North Carolina, affiliated with ELAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ELAN WEALTH MANAGEMENT, L.L.C.
ELAN WEALTH MANAGEMENT, L.L.C.
AUM
$135M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ELAN WEALTH MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4335421
Firm CRD# 144851
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Dawn Elliott offer?
Sharon Dawn Elliott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KITTY HAWK, North Carolina for a consultation.
What are Sharon Dawn Elliott's credentials?
Sharon Dawn Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Dawn Elliott located?
Sharon Dawn Elliott is based in KITTY HAWK, North Carolina, working with ELAN WEALTH MANAGEMENT, LLC. Their office serves clients in the KITTY HAWK metropolitan area and surrounding communities.
How does Sharon Dawn Elliott charge for services?
Sharon Dawn Elliott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELAN WEALTH MANAGEMENT, LLC?
ELAN WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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